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Detailed Report
CHRISTOPHER MARTIN KOHNE
Chris Martin Kohne
CRD#: 2878131
IA
Investment Adviser
B
Broker
PRIME CAPITAL FINANCIALCRD#: 288712 2055 Sugarloaf Circle
Suite 200
Duluth, GA 30097
PRIVATE CLIENT SERVICES, LLCCRD#: 120222 2055 Sugarloaf Circle Ste 200
Duluth, GA 30097
Registration History
1998200020022004200620082010201220142016201820202022202420262 FIRMS2025 - Present (<1 year)BOSAIC WEALTH, INC. (CRD# 23131)2024 - 2025 (<1 year)BTRIAD ADVISORS LLC (CRD# 25803)2018 - 2024 (6 years)BLINCOLN FINANCIAL ADVISORS COR... (CRD# 3978)1997 - 2018 (20 years)BTHE LINCOLN NATIONAL LIFE INSU... (CRD# 2580)1997 - 2006 (8 years)IASUGARLOAF WEALTH MANAGEMENT, LLC (CRD# 129602)2018 - 2025 (7 years)IALINCOLN FINANCIAL ADVISORS COR... (CRD# 3978)2003 - 2018 (14 years)
License(s)

State Registrations

B
Alabama 3/5/2025
B
South Carolina 3/5/2025
B
Florida 3/5/2025
B
South Dakota 3/5/2025
B
Georgia 3/5/2025
B
Tennessee 3/5/2025
IA
Georgia 3/7/2025
B
Texas 3/5/2025
IA
Kansas 3/6/2025
IA
Texas 3/6/2025
B
Ohio 3/5/2025
B
Virginia 3/12/2025
B
Oregon 3/5/2025

SRO Registrations

B
 FINRA

View Exams Passed by the individual in the detailed report

Learn about permitted activities of registered representatives

Learn about permitted activities of registered principals

Not all jurisdictions require IAR registration or may have an exemption from registration.
Current Registration(s)
IA
PRIME CAPITAL FINANCIAL (CRD#:288712)
2055 Sugarloaf Circle Suite 200, Duluth, GA 30097
Registered with this firm since 3/6/2025
B
PRIVATE CLIENT SERVICES, LLC (CRD#:120222)
2055 Sugarloaf Circle Ste 200, Duluth, GA 30097
Registered with this firm since 3/5/2025
Previous Registration(s)
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IA
 02/22/2018 - 03/07/2025 SUGARLOAF WEALTH MANAGEMENT, LLC (CRD#:129602) DULUTH, GA
B
 08/23/2024 - 03/07/2025 OSAIC WEALTH, INC. (CRD#:23131) DULUTH, GA
B
 02/01/2018 - 08/23/2024 TRIAD ADVISORS LLC (CRD#:25803) DULUTH, GA
IA
 03/04/2003 - 02/05/2018 LINCOLN FINANCIAL ADVISORS CORPORATION (CRD#:3978) SUWANEE, GA
B
 05/12/1997 - 02/05/2018 LINCOLN FINANCIAL ADVISORS CORPORATION (CRD#:3978) SUWANEE, GA
B
 05/12/1997 - 04/17/2006 THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (CRD#:2580) ATLANTA, GA
For additional information about investment advisers or broker-dealers, please visit
www.investor.gov
B
Broker
A brokerage firm, also called a broker-dealer, is in the business of buying and selling securities – stocks, bonds, mutual funds, and certain other investment products – on behalf of its customer (as broker), for its own bank (dealer), or both. Individuals who work for broker-dealers - the sales personnel are commonly referred to as brokers.
IA
Investment Adviser
An investment adviser is paid for providing advice about securities to clients. In addition, some investment advisers manage investment portfolios and offer financial planning services.
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.